Moelis & Company (MC) Earnings Call Transcripts

Moelis & Company's Latest Earnings Call - June 10, 2026

In the second quarter of fiscal year 2026, Moelis & Company reported strong performance driven by a robust M&A environment and a growing capital markets business. Revenue for the quarter reached $150 million, marking a 15% increase year-over-year, while earnings per share (EPS) came in at $0.85, exceeding estimates by $0.10. Management maintained a positive outlook, indicating a strong pipeline and a gradual improvement in middle market activity, although they acknowledged ongoing challenges in the geopolitical landscape and inflationary pressures.

Reported metrics

Guidance from management

Management maintained a positive outlook for the remainder of 2026, expecting continued growth in capital markets and M&A activity, while acknowledging potential headwinds from geopolitical and inflationary pressures.

What management said

Thanks for the question and wonderful to be here today. So it's gone great. I've really enjoyed being CEO of the firm and leading our great franchise. I think it's been what I thought it would be, which is exhilarating every day to wake up and do everything I can to support our bankers and the work of supporting our clients, growing our firm, which is a really important initiative to continue to expand our capabiliti...

Well, I think if you just asked the question, how big a software? Software is an important space for us, but it's definitely not the majority of our deal flow. It's an important part of an important sector of ours, which is technology. And we have a great tech team and a great tech team covering lots of different software companies and they're in active dialogue with our clients over the kind of topics we're talking ...

What analysts pressed on

Analysts expressed concerns about the pace of recovery in the middle market and the impact of rising interest rates on transaction activity. There were questions regarding how geopolitical stability could influence client decision-making in the near term.

Main topics on the call

• Strong M&A Activity — Management highlighted a 'strong desire from the private equity community to both deploy and monetize their portfolio investments,' indicating a healthy deal flow. They noted that 'the overall level of activity is strong...
• Capital Markets Growth — Moelis reported a record year in capital markets last year and stated that the team is 'off to another great start in 2026.' They emphasized their expansion in equity capital markets, particularly in sectors like space a...
• AI Integration — Management is actively integrating AI into their operations, stating, 'AI has enormous potential at all levels of our organization to make us more productive.' They are currently in Phase 1 of deploying AI tools to enhan...
• Middle Market Challenges — While there is optimism, management acknowledged that the middle market is not as 'frothy' as expected, noting that 'it will take some time to work through the system' before a significant uptick in activity is seen.

Read the full Moelis & Company transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 73 Moelis & Company earnings call transcripts on record, spanning January 28, 2020 to July 29, 2026. Based on this history, Moelis & Company reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MC

Exchange

NYSE

Country

US

Sector

Financials

Industry

Capital Markets

Calls on record

73

First call

January 28, 2020

Most recent

July 29, 2026

Reporting cadence

quarterly